CRM Document Generation
CRM Document Generation
CRM Document Generation

Turn CRM data into documents

Use your CRM data to generate dynamic proposals, contracts, invoices, reports, and more.

Automate your CRM document generation

Flexibility will keep you moving quickly. Formstack Documents provides you with customizable options for any document type. Choose from a PDF, WordDoc, Excel spreadsheets, PowerPoint presentation or create your own using our simple document builder.

Document automation made easy

Formstack helps you create and manage any of your documents easily and smoothly. Make life easier with CRM document automation.

Easily upload your data and pass it to multiple documents at once. Use set conditions to control where are sent.


Dynamically create customized documents based on the data that is being collected.


Allow your team to easily create new documents, manage those documents, perform merges, and more.


Collect information to merge with a document or route data via an online form.


Set up conditions for your delivery options so that the merged documents are only sent to desired recipients.


We do not save any information that is sent to our system for merging, so rest assured your information is secure.

How It Works

Generate documents from your CRM in three easy steps:

Step 1: Create documents by uploading a PDF, Word, Excel, or PowerPoint file, start with a pre-built template, or build a document from scratch in our builder. Add fields to your doc as needed to merge.

Step 2: Connect Formstack Documents to dozens of CRMs like HubSpot or Salesforce to seamlessly pass data into your documents, create personalized contracts, generate custom invoices for customers, and more.

Step 3: Use triggers to route your merged documents, store files in your CRM or your favorite cloud app, attach them to your emails, or send them to various third-party applications. The choice is yours.

Learn more about our document generation features.

Ready to get started?

Learn how our no-code suite of products can help you automate the processes that matter and be more productive.

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